MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $37,000 | -11.9% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -12.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $48,000 | +11.6% | 175 | +40.0% | 0.00% | +100.0% |
| Q4 2021 | $43,000 | -55.7% | 125 | -66.7% | 0.00% | -75.0% |
| Q3 2021 | $97,000 | +1.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $96,000 | -9.4% | 375 | -20.2% | 0.00% | -20.0% |
| Q1 2021 | $106,000 | -5.4% | 470 | -3.1% | 0.01% | 0.0% |
| Q4 2020 | $112,000 | +43.6% | 485 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $78,000 | +14.7% | 485 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | +21.4% | 485 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $56,000 | -23.3% | 485 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $73,000 | -6.4% | 485 | -9.3% | 0.00% | -20.0% |
| Q3 2019 | $78,000 | +1.3% | 535 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $77,000 | +6.9% | 535 | -7.0% | 0.01% | +25.0% |
| Q1 2019 | $72,000 | +14.3% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $63,000 | -12.5% | 575 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $72,000 | -57.6% | 575 | -56.6% | 0.00% | -63.6% |
| Q2 2018 | $170,000 | +58.9% | 1,325 | +17.8% | 0.01% | +57.1% |
| Q1 2018 | $107,000 | -1.8% | 1,125 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $109,000 | +13.5% | 1,125 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $96,000 | – | 1,125 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praesidium Investment Management Company, LLC | 200,750 | $47,023,680 | 6.06% |
| Select Equity Group, L.P. | 3,598,908 | $843,008,210 | 3.45% |
| Liontrust Investment Partners LLP | 453,130 | $106,145,519 | 1.70% |
| CEERA INVESTMENTS, LLC | 12,456 | $2,917,693 | 1.59% |
| AMERICAN CAPITAL MANAGEMENT INC | 161,787 | $37,896,987 | 1.46% |
| CRAMER ROSENTHAL MCGLYNN LLC | 109,026 | $25,538,250 | 1.43% |
| 2Xideas AG | 54,634 | $12,797,468 | 1.42% |
| Alamar Capital Management, LLC | 5,841 | $1,368,190 | 1.29% |
| Kensington Investment Counsel, LLC | 8,238 | $1,929,669 | 1.20% |
| Covey Capital Advisors, LLC | 3,439 | $805,551 | 1.14% |